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Sales Documents Management

Partner Documents Management

The Partner Documents Management module of ZINFI’s partner relationship management (PRM) platform enables your organization to upload various types of partner-facing documents into customized folders. These documents and folders can be assigned to various partner groups with granular access control.

Document Management

The Partner Documents Management module allows your organization to upload various customer-facing documents into multiple folders where they can be easily accessed by your channel partners’ marketing and sales teams.

With the document management features of the Partner Documents Management module, your organization can automatically control the visibility of documents to specific partners and groups according to designated publish and expiration dates. Your channel sales team can also upload documents directly to the partner portal, where they can keep all documents under one roof.

Key Features Include:

  • Document Setup & Upload
  • Document Expiration Management
  • Document Access Control
  • Partner Notifications
  • Document Access Reporting

Upload Management

Using the Partner Documents Management module, your organization can upload various documents like case studies, whitepapers, datasheets, etc. and make them available to multiple specified user groups via our document visibility management capabilities.

Document upload & management features included in the Partner Documents Management module allow your organization to configure auto deletion and auto-archiving of documents once they have reached a designated expiration date. You can also set up system alerts to inform portal users when any new document is available or when a document has been archived.

Key Features Include:

  • Document Upload & Management
  • Document Visibility Management
  • System Alerts

Category Management

The category management features in the Partner Documents Management module enable your organization to categorize partner-facing documents in separate “buckets” for use by sales teams. This functionality dramatically simplifies the document search process for the partner portal user base.

Category management features help your organization manage documents dynamically, allowing you to quickly add or delete categories as requirements evolve. You can create and segregate documents into as many categories as you like, without limitation.

Key Features Include:

  • Category Setup
  • Category Asset Management
  • Category Order Management
  • Partner Notifications

 

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